Low PE Investor

Based on the book by John Neff

Since 2004, this portfolio has returned 324.7%, outperforming the market by 132.0% using its optimal tax efficient rebalancing period and 10 stock portfolio size.

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Low PE
S&P 500

This strategy looks for firms with persistent earnings growth that trade at a discount relative to their earnings growth and dividend yield.

Annual Return: 9.4% S&P 500: 6.9%
Year To Date: -2.0% S&P 500: 0.4%
Beta: 1.08 Accuracy: 53.7%
Full Return History

Portfolio Holdings

Ticker Date Added Return
KBH 1/11/2019 80.73%
SCVL 8/23/2019 56.69%
TRTN 8/23/2019 22.92%

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